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Financial Literacy Month: Investing ABC’s!
April is Financial Literacy Month! We touched recently on the definitions of Stocks, Bonds, ETF’s and Mutual Funds. Let’s expand our knowledge with some more investing terminology! A: Asset Allocation: The different investment types you have chosen to make up your portfolio (see “P” for Portfolio below). B: Bull/Bear Markets: Any market in which prices…
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Money Mindset: Wrapping our Heads Around Risk!
One of the most common foundational values is GROWTH. We, as human beings, strive to always be advancing, succeeding, doing-better-than-before, etc. Growth is obviously one of the most common money-goals as well. Growing our money while doing as little as possible on our end, is the best way to build wealth. Read below for a…
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Paying Your Taxes: Housekeeping & Reminders!
This year’s tax deadline is just around the corner! In order to file your 2022 taxes on time, the deadline this year is Tuesday April 18! A few important reminders and an overview of penalties. Who has to file? Taxpayers under age 65 with a total income (from all sources) of at least $12,950 and…
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Money Mindset: Prioritizing Your Nervous System in the Handling (and mis-handling!) of Your Money!
Let’s talk about how our nervous system stress-response-type can show up in our relationship with our money! Read below for a refresher on the common stress-responses, how yours may be showing up in the way that you interact with your finances, and what you can do right now to get back in touch with what…
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Women’s History Month: ICYMI Women’s Equal Pay Day This Year was March 14th!
As March comes to a close, so does National Women’s History Month and that means (although it’s never NOT a good time) it’s a good time to take a look at women and money. Specifically, where women are falling behind in regards to wages versus men. ICYMI: Equal Pay Day fell on March 14th this year.…
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Bank Failure Follow-up: How Secure are You Feeling?
In the wake of bank failures recently, how secure are you feeling with regards to your money? Read below for a touch on your options when it comes to insurance at your institution, as well as a refresher on low-risk options to stash away your cash, for use when things get tight. Find out how…
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Making “Cents” of the Silicon Valley Bank Failure and How Much (and how little) You Should Care!
Whew! What a week of some uncommon flux in the banking sector—a spot we’ve all collectively come to trust as “the place” to house our money! Read below for a brief history on how banks actually operate, and what went down at Silicon Valley Bank (SVB). Most importantly, find out the lesson we can all…
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ICYMI: The IRS is Available Weekends to Assist with Taxes In-person, Plus a Note on Avoiding Penalties!
ICYMI: If you need in-person help from the IRS, in a rare occurrence, they are opening up on a few Saturdays, walk-in’s welcome! This is an opportunity to ask questions, resolve complex tax issues, or receive assistance on any questions you have for the IRS. To be clear, the IRS will not prepare your tax return…
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ICYMI: Happy Black History Month, and the Biden Administration Makes Homeownership a Little More Accessible!
As we wrap up February, including Black History Month, ICYMI, there was some new legislation released this month that will help to cut costs for Home Buyers using FHA Loans! Read below for more info on what this means, who is impacted the most, and how this ties into the Racial Homeownership Gap. What are…
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Entrepreneurs & Independent Contractors: Let’s Talk Tax Obligations!
Recently, we touched on how to ready ourselves for taxes! Specifically, filing taxes for Individuals. Let’s talk tax obligations for Entrepreneurs and Independent Contractors! Whether you’re already an entrepreneur, thinking about the gazillion opportunities popping up lately for independent contractors (gig-economy, anyone?), or even dipping your toe into these territories as a side hustle, you’ll…
Unlocking Abundance 